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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pipelines Llc | Pelham | AL | 04/2020 | 08/2020 |
| Pelham High School | Pelham | AL | 06/2013 | 05/2018 |
| Southern Union State Community College | Wadley | AL | 05/2018 | 05/2020 |
| University Of Alabama In Huntsville | Huntsville | AL | 08/2020 | 05/2023 |
| Morton Private Wealth Strategies | Geneva | IL | 05/2022 | 08/2022 |
| Raymond James Financial Services, Inc. | Geneva | IL | 06/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Geneva | IL | 02/2024 | Present |
| Morton Private Wealth Strategies, Inc. | Geneva | IL | 03/2024 | Present |
(1)Name of Business: Morton Private Wealth Strategies, Inc. Address: 427 N Kirk Rd Ste 101, Geneva, IL, 60134-1605, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assist Bret Shannon/ advise clients. Work with existing clients and develop new clients as a financial advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-25 |
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